Retail Sales Miss, Consumer Sentiment Splits by Income, and Factory Surveys Hit Multi-Year Highs

You will see two different economies in this week's data. [...]

By |2026-08-24T23:24:18+00:00August 24th, 2026|Market Commentary, Weekly Update|Comments Off on Retail Sales Miss, Consumer Sentiment Splits by Income, and Factory Surveys Hit Multi-Year Highs

July Payrolls Contract While Earnings Beats Reach Record Breadth

July's economic data told a split story. Nonfarm payrolls unexpectedly [...]

By |2026-08-17T21:37:49+00:00August 17th, 2026|Articles, Market Commentary, Weekly Update|Comments Off on July Payrolls Contract While Earnings Beats Reach Record Breadth

Record Earnings Beats, a Data Center Map, and an AI Version of the Fed

This week's numbers pull in different directions, and that is [...]

By |2026-08-10T23:21:05+00:00August 10th, 2026|Articles, Market Commentary, Weekly Update|Comments Off on Record Earnings Beats, a Data Center Map, and an AI Version of the Fed

Earnings Growth Without Tech Hits Multiyear Highs, Plus June Inflation Data and Q2 GDP Tracking

This week's roundup covers the data behind the headlines. The [...]

By |2026-07-20T21:55:27+00:00July 20th, 2026|Articles, Market Commentary, Weekly Update|Comments Off on Earnings Growth Without Tech Hits Multiyear Highs, Plus June Inflation Data and Q2 GDP Tracking

The US Economy This Week: Growth, Markets, and a New Direction at the Fed

The US economy is running through its sixth-longest expansion on [...]

By |2026-07-13T23:55:43+00:00July 13th, 2026|Articles, Market Commentary, Weekly Update|Comments Off on The US Economy This Week: Growth, Markets, and a New Direction at the Fed

GDPNow Cut in Half, Strong Equity Flows, and a Fed Holding Its Guidance

This week's data pulled in several directions at once. The [...]

By |2026-07-06T23:10:24+00:00July 6th, 2026|Articles, Market Commentary, Weekly Update|Comments Off on GDPNow Cut in Half, Strong Equity Flows, and a Fed Holding Its Guidance
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